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Personal Financial Planner Jobs (NOW HIRING)

Citizens Bank

PW Financial Planning Spec

Tarrytown, NY · On-site

$77K - $117K/yr

The Financial Planner will help the client facing private wealth management colleagues produce great outcomes and win new assets under management by assisting with the execution of personal financial ...

WizeHire, Inc

Certified Financial Planner

Red Bank, NJ · On-site

$95K - $250K/yr

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired * A Bachelor's degree in business administration, finance, or a related field is ...

Clark Asset Management

Lead Financial Planner

Boston, MA · On-site +1

$140K - $155K/yr

Lead Planners do their best work serving clients and NOT prospecting for them * A Lead Planner ... Personal finance is 80% personal and 20% finance We're a disruptive band of flat fee retirement ...

Walnut Ridge

Family Financial Planner

Beachwood, OH · On-site

$73K - $98K/yr

In this newly created role, you will support family members with their personal financial planning and serve as a trusted liaison between family members, our team at Walnut Ridge, and outside ...

New

The Charles Schwab Corporation

Financial Planner

Westlake, TX · On-site

$73K - $97K/yr

Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab's financial planning capabilities. What ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$117K - $173K/yr

UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate ...

Northwestern Mutual

Financial Planner

Saint Cloud, MN · On-site

$75K - $101K/yr

You know how to connect with people, building personal, trusted relationships. * Financial planning is interesting to you. * You're a driven person who's committed to succeeding. * You're ready to ...

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Personal Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do personal financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for personal financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What does a personal financial planner do?

A Personal Financial Planner helps individuals and families manage their finances to achieve short- and long-term financial goals. This includes creating budgets, planning for retirement, advising on investments, and providing guidance on tax strategies and insurance needs. They assess clients’ current financial situations, discuss objectives, and develop tailored plans to help them grow and protect their wealth. Personal Financial Planners may also assist with estate planning and help clients adjust their plans as life circumstances change.

What skills and qualifications are needed to be a personal financial planner?

To thrive as a Personal Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and relevant financial regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, tax preparation tools, and portfolio management systems is essential. Outstanding interpersonal skills, active listening, and the ability to build trust with clients set top performers apart. These skills and qualifications are crucial for providing personalized advice, managing client portfolios effectively, and fostering long-term client relationships.

What challenges do personal financial planners face when working with clients, and how can they be addressed?

Personal Financial Planners often encounter challenges such as clients' reluctance to share sensitive financial information, unrealistic expectations about investment returns, or difficulty sticking to a financial plan. Building trust and maintaining clear, open communication can help address these issues. Effective planners educate clients, set realistic goals, and provide ongoing support to help clients stay accountable and adapt plans as their circumstances change.

What is the difference between Personal Financial Planner vs Financial Advisor?

AspectPersonal Financial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsBank, brokerage, independent, client meetings
Industry UsageFinancial planning, wealth managementInvestment management, financial advice
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment strategies, portfolio management

While both roles involve providing financial guidance, a Personal Financial Planner offers comprehensive, holistic financial planning services, often with certifications like CFP or ChFC. A Financial Advisor may focus more on investment management and portfolio strategies, sometimes with additional securities licenses. The roles overlap but differ in scope and certification requirements.

How much do personal financial planners get paid?

Personal financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $45,000 to over $200,000 depending on experience, location, and client base. Many also earn commissions or fees for financial advice and may hold certifications like the CFP to increase earning potential.

What degree do you need to be a personal financial planner?

A personal financial planner typically needs at least a bachelor's degree in finance, accounting, economics, or a related field. Many also pursue certifications such as the Certified Financial Planner (CFP) designation, which requires additional coursework and experience. Strong analytical skills and knowledge of financial planning tools are also important for the role.
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What states have the most Personal Financial Planner jobs?

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What are popular job titles related to Personal Financial Planner jobs?

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Personal Financial Planner jobs near you
Infographic showing various Personal Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Associate Financial Planner

Raleigh, NC • On-site

Edelman Financial Engines, LLC
Finance and Insurance • 1 - 5K employees
Learn more about Edelman Financial Engines, LLCexternal

Full-time

Medical, Dental, Retirement

Posted 20 days ago

Key responsibilities

  • Performs financial planning analyses for clients including retirement, investments, estate, tax, education funding, real estate, and risk management needs.

  • Prepares presentations, research, and supporting materials for client meetings and reviews.

  • Conducts assessments of clients' and prospects' evolving financial planning needs and uncovers new financial planning opportunities.

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 
 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
 
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. 

Responsibilities:

  • Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
  • Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high-level contact with clients crafted to maintain and improve the client relationship
  • Maintains a proven understanding of the industry, products, and trends

Requirements:

  • Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
  • FINRA Series 65 Required
  • Bachelor's degree in business or finance; or equivalent proven experience
  • Certified Financial Planner designation preferred
  • Financial Services & insurance sales experience preferred
  • Good understanding of finance and investment markets/securities
  • Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
  • Ability to prioritize and address multiple projects and meet deadlines is crucial
  • Strong interpersonal, verbal, and written communication skills
  • Detailed knowledge of MS Outlook, Word, and Excel is a must

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,300 to $111,300, with additional annual bonus of 5% plus an incentive on any net new assets referred. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 
 
1  The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025

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